BWM

Boyd Wealth Management Portfolio holdings

AUM $231M
1-Year Est. Return 11.74%
This Quarter Est. Return
1 Year Est. Return
+11.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$9.5M
2 +$6.83M
3 +$3.97M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$3.58M
5
VTV icon
Vanguard Value ETF
VTV
+$3.01M

Top Sells

1 +$8.56M
2 +$4.92M
3 +$4.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.62M
5
GBDC icon
Golub Capital BDC
GBDC
+$296K

Sector Composition

1 Technology 1.82%
2 Industrials 0.54%
3 Financials 0.51%
4 Energy 0.39%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,803